Diego Sotto
San Mateo,CA
Summary
Ambitious and highly motivated with versatile experience in FP&A, forecasting, and strategic analysis. Adaptable across fast-moving environments, balancing leadership and continuous learning. History in building financial models, delivering executive-level insights, and driving clarity in ambiguous, data-heavy problems.
Overview
5
5
years of professional experience
Work History
Finance Specialist, Wealth & Advice Solutions FP&A
Charles Schwab
San Francisco, California
06.2025 - Current
- Lead MF and ETF forecasting for net flows, AUM, and revenue, delivering insights to Director and MD leadership.
- Develop financial models to evaluate strategic initiatives and assess long-term profitability impacts.
- Oversee expenses for five divisions, driving monthly forecasts, variance analysis, and labor/non-labor cost optimization.
Finance Specialist, Retail Finance FP&A
Charles Schwab
San Francisco, California
06.2024 - 06.2025
- Reported Retail segment results to Director and MD leadership across NIR, AMAF, trading, and BDA fee revenue lines.
- Conducted ad hoc analyses on rate sensitivity, equity-market correlations, NNA election-cycle trends, and tax-season outflows to improve forecast accuracy.
- Owned Schwab’s “How Schwab Makes Money” financial education deck and presented it to the 2025 Intern Academy.
Treasury Corporate Finance Intern
Charles Schwab
San Francisco, California
06.2023 - 08.2023
- Analyzed monthly bank balance fluctuations, conducting variance analysis to identify volume spikes, declines, and underlying drivers.
- Supported daily cash forecasting to ensure short-term liquidity requirements were met.
- Assisted in capital stress testing, aggregating data, and conducting rate scenario analysis.
Strategy Intern
American AgCredit
Santa Rosa, California
06.2022 - 08.2022
- Built Power BI dashboards and analytical models to extract insights from operational, financial, and customer datasets.
- Developed a strategic presentation analyzing facility utilization, site-level economics, employee productivity, and customer cost dynamics.
Peer Advisor
Santa Clara University
Santa Clara, California
05.2021 - 06.2022
- Advised freshmen on academic planning, helping students navigate core requirements, select courses, and align schedules with both interests and career goals.
Private Equity Analyst Intern
Founder Legacy Partners
Anaheim, California
05.2021 - 09.2021
- Sourced potential acquisition targets by generating founder leads and evaluating financial and operational fit.
- Conducted market research and competitive analysis to support investment screening and opportunity prioritization.
- Drafted targeted founder communications for companies meeting acquisition criteria, accelerating deal flow.
Education
MBA -
Santa Clara University
Santa Clara, CA09-2026
Bachelor of Science - Finance
Santa Clara University
Santa Clara, CA12-2023
Skills
- Financial modeling
- Forecasting & variance analysis
- Revenue & expense oversight
- Data visualization
- Microsoft Excel (Advanced), ThinkCell
- SQL (in progress)
Timeline
Finance Specialist, Wealth & Advice Solutions FP&A
Charles Schwab
06.2025 - Current
Finance Specialist, Retail Finance FP&A
Charles Schwab
06.2024 - 06.2025
Treasury Corporate Finance Intern
Charles Schwab
06.2023 - 08.2023
Strategy Intern
American AgCredit
06.2022 - 08.2022
Peer Advisor
Santa Clara University
05.2021 - 06.2022
Private Equity Analyst Intern
Founder Legacy Partners
05.2021 - 09.2021
MBA -
Santa Clara University
Bachelor of Science - Finance
Santa Clara University